Mando Minutes

Things I’m looking at today…

Crypto looking to break-out, ETH at 27% discount, Friend Tech adopts (3,3)

Crypto

• Majors rise 1-2%, look to break-out of range

• Binance vs SEC hearing 3pm ET today

• BTC sitting at trendline resistance from June

• BTC dealers add longs, asset managers add shorts

• BTC $50bn held by ETFs, countries and companies

• BTC long-term holder supply nears ATH

• ETH trading at 27% discount valued to L2 user base

• Plan B says S2F model still in accumulation phase

• Cathie Wood tops bullish BTC predictions

• Elon says he will keep promoting DOGE

• ETH L2s start to reach faster TPS than mainnet

• Google Authenticator hack leads to $15m loss

• Scaramucci leads bids for bankrupt SVB

• Unlocks this week: AVAX, ALGO

• LINK up 7% despite foundation sales

• TON bullish post by DWF, up 90% in a month

Macro & General

• Chinese stocks fall to lows of year

• US bond yields see overnight glitch in data

• Dollar bullish bets rise ahead of Fed on Weds

• VIX hits 4.5 year low

• US Treasuries now more volatile than Gold

• BoE expected to raise rates to 5.5% on Thurs

• UK house prices fall fastest since 2009

• China VC deals down 35%

• China FX outflows highest since 2016

• China gold demand hits record high

• Zelensky travels to US

• Republicans propose bill to avert gov. shutdown

• UK opposition leader wants to ‘rewrite’ Brexit

• Robinhood users down 25% since 2021

• US jet still missing after pilot ejects

NFTs & Low-Cap

• Friend Tech TVL hits another ATH

• Mutual buying (3,3) becomes dominant FT meta

• BANANA +45% as revenue tops UNIBOT

• RFR, SOLVE, CVP, OGN Binance low-caps pump

• Binance working to ‘combat market manipulation’

• Zombie Punk sells for 420 ETH

• APE NFT buyback looks increasingly likely to pass

• SuperRare cuts jobs amid downturn

• Pat Mahomes NFTs fail to sell out

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